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CIK: 0001608034
Total reported value
$272.6M
$272.6M
82 檔
39.1%
In Q4 2024, Lunt Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $272.6M, distributed across 82 disclosed stock positions.
During Q4 2024, Lunt Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 19.00% | +0.60% | +48.69% | |
| 2 | VRIG | Invesco Variable Rate Invest | ETF-Other | 8.29% | — | +93.87% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.43% | +0.35% | +93.84% | |
| 4 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-Other | 4.77% | +0.31% | +3.96% | |
| 5 | FCTR | First Trust Lunt US Factor | ETF-Other | 4.03% | +0.31% | +4.72% | |
| 6 | TPL | Texas Pacific Land CORP | Stock-Energy | 3.97% | -1.47% | -18.09% | |
| 7 | PAMC | Pacer Lunt Midcap Mult-fact | ETF-Other | 3.73% | +0.39% | +9.79% | |
| 8 | ALTL | Pacer Lunt Large Cap Alterna | ETF-Large Cap & Growth | 3.08% | +0.27% | +7.01% | |
| 9 | DUSA | Davis Select US Equity ETF | ETF-Other | 2.60% | +0.17% | +21.58% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.46% | -0.16% | +5.82% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.22% | -0.14% | +4.62% | |
| 12 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.16% | — | +75.32% | |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 2.00% | — | +8.09% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.16% | +9.38% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.95% | +0.02% | +29.59% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.85% | +0.17% | +12.94% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.77% | -0.10% | +33.27% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.71% | +0.08% | +22.67% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.47% | -0.07% | +34.72% | |
| 20 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.42% | -0.13% | +33.52% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.41% | +0.20% | +109.83% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.17% | +0.02% | +23.40% | |
| 23 | DINT | Davis Select International | ETF-Other | 1.10% | -0.02% | +8.28% | |
| 24 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.10% | +0.02% | +11.31% | |
| 25 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.06% | -0.04% | +12.64% | |
| 26 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.00% | +0.01% | — | |
| 27 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.91% | -0.13% | EXIT | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | +0.05% | +1.05% | |
| 29 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.88% | +0.16% | +15.07% | |
| 30 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.85% | — | +10.37% | |
| 31 | SECT | Main Sector Rotation ETF | ETF-Other | 0.84% | +0.11% | +10.07% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.82% | +1.18% | NEW | |
| 33 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.78% | +0.09% | +10.74% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.75% | +0.27% | -2.56% | |
| 35 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.73% | +0.29% | +18.20% | |
| 36 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.61% | — | -36.78% | |
| 37 | DWLD | Davis Select Worldwide ETF | ETF-Other | 0.53% | — | -0.39% | |
| 38 | TRAK | Repositrak Inc | Stock-Other | 0.47% | +0.05% | +0.20% | |
| 39 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.44% | +0.17% | — | |
| 40 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 0.37% | — | — | |
| 41 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.36% | — | — | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.33% | -0.04% | -1.38% | |
| 43 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.33% | — | — | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.27% | — | -5.58% | |
| 45 | ZION | Zions Bancorp NA | Stock-Financials | 0.27% | +0.04% | +0.38% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.27% | -0.26% | EXIT | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.02% | -1.89% | |
| 48 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.26% | +0.06% | -2.62% | |
| 49 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.25% | +0.04% | +1.91% | |
| 50 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.25% | +0.08% | -1.09% |
According to official SEC Form 13F filings, Lunt Capital Management, Inc. reported a total U.S. public equity portfolio value of $272.6M across 82 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, VRIG, TFLO) accounted for 39.1% of total reported equity market value during Q4 2024.
During Q4 2024, Lunt Capital Management, Inc.'s top holdings by market value included USFR (19.0%)、VRIG (8.3%)、TFLO (5.4%). The largest single position, USFR, represented 19.0% of total portfolio value.
In Q4 2024, Lunt Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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